Insights

Scaleable platform The RBB Fund oversees over $35 billion in assets across 70+ funds and 20+ unaffiliated subadvisors, indicating a mature, scalable turnkey ETF and mutual fund solution that could benefit from expanded distribution partnerships and advisor networks.

Strategic acquisitions Recent acquisition of Liderman and the creation of RBB L.P. signal a growth and regional expansion strategy in Latin America, presenting opportunities to explore cross-border investment products, localized fund offerings, and expanded client reach.

Leadership and governance New hires and board additions, including a CPA as a new member and a marketing/director of business development, suggest a focus on governance, client trust, and scaled go-to-market capability ideal for BD collaborations and strategic partnerships.

Technology modernization Adoption of active ETF technology partnerships and a modern tech stack (AWS, iCIMS, WordPress, Shopify, etc.) indicates readiness to support enhanced digital onboarding, advisor portals, and scalable marketing operations for enterprise clients.

Financial health Revenue range of 10–25 million and asset oversight exceeding 35 billion imply robust financial stability and credible client servicing capacity, making them attractive for co-branding, white-labeling, or large-scale RIA distribution collaborations.

Similar companies to The RBB Fund

The RBB Fund Tech Stack

The RBB Fund uses 8 technology products and services including iCIMS, Amazon Web Services, WordPress, and more. Explore The RBB Fund's tech stack below.

The RBB Fund's Email Address Formats

The RBB Fund uses at least 1 email format:
The RBB Fund Email FormatsExamplePercentage
FLast@rbbfund.comJDoe@rbbfund.com
100%

Frequently Asked Questions

What is The RBB Fund's official website and social media links?

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The RBB Fund's official website is rbbfund.com and has social profiles on LinkedIn.

How much revenue does The RBB Fund generate?

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As of October 2026, The RBB Fund's annual revenue is estimated to be $10M - $25M.

What is The RBB Fund's NAICS code?

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The RBB Fund's NAICS code is 52 - Finance and Insurance.

How many employees does The RBB Fund have currently?

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As of October 2026, The RBB Fund has approximately 10 employees across 1 continents, including North America. Key team members include Chief Financial Officer & Chief Operating Officer: J. G. S., Chief Financial Officer & Chief Operating Officer: J. S. and Board Member: M. T. Explore The RBB Fund's employee directory with LeadIQ.

What industry does The RBB Fund belong to?

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The RBB Fund operates in the Financial Services industry.

What technology does The RBB Fund use?

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The RBB Fund's tech stack includes iCIMS, Amazon Web Services, WordPress, Shopify, Microsoft 365, Yoast SEO, Piwik PRO Core and Nginx.

What is The RBB Fund's email format?

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The RBB Fund's email format typically follows the pattern of FLast@rbbfund.com. Find more The RBB Fund email formats with LeadIQ.

When was The RBB Fund founded?

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The RBB Fund was founded in 1988.
The RBB Fund logo

The RBB Fund

Financial ServicesNew York, United States2-10 Employees

The RBB Fund is a New York-based financial services company established in 1988 that operates as a turnkey solution for investment advisors seeking to manage exchange-traded funds and mutual funds. It represents a first organized multiple series trust, handling the establishment, servicing, and corporate governance of funds so advisors can concentrate on asset management, while RBB oversees the funds. The firm supports a network of investment advisors, unaffiliated subadvisors, and a broad roster of mutual fund and ETF offerings, with assets under management reported in the tens of billions. Its business model positions it within the fund administration and servicing segment of the asset management industry, providing governance, compliance, and operational support for a diverse set of fund products. Recent developments include leadership and board appointments, and a notable strategic acquisition indicating ongoing expansion within its investment platform and regional focus in Latin America through a new investment vehicle. The company serves professional asset managers and other financial services clients seeking a managed fund structure and governance without direct fund-level operational burden.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
1988
Employees
2-10

Section iconFunding & Financials

  • $10M - $25M

    The RBB Fund's revenue is estimated to be in the range of $10M - $25M

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